Analyzing the potential for new household formation

Analyzing the potential for new household formation

In today’s post-housing bubble environment, the long-awaited recovery has failed to build a solid foundation. The high unemployment rate, declines in household income, and significantly tighter credit conditions have left both existing and new home sales close to recessionary levels in the United States.

Four views on China

Four views on China

With its meteoric rise to become the world’s second-largest economy, China is an engine of global growth and is currently expanding much faster than developed nations still struggling to recover from the recession. Although today China is facing headwinds such as nagging inflation, Putnam sees investment opportunities in many industry sectors.

Inflation: Just what the Fed ordered

Inflation: Just what the Fed ordered

Inflation has popped back up in the headlines after a long absence. In January, prices measured by the Consumer Price Index (CPI) were up 1.6% from a year earlier, the biggest increase in eight months.

What the Irish bailout means for investors

What the Irish bailout means for investors

Concerns about a sovereign debt crisis in Europe have re-emerged in recent weeks, highlighted by the government of Ireland’s November 21 application for tens of billions of euros in aid from the European Union (EU) and the International Monetary Fund (IMF). This action was taken to address weakness in Ireland’s banking system, which has been

Germany shines amid dark clouds

Germany shines amid dark clouds

While Germany emerged from Europe’s recent turmoil with accelerating economic growth and strengthening exports, the Eurozone still faces imbalances. Growth accelerated despite debt turmoil For the second quarter, Germany reported a stronger-than-expected expansion of 2.2% — its best quarterly result since 1990, the year of the country’s reunification. It achieved this despite the market turmoil